Performing mass plan transfers by accrual end date

Organization Unit Group

Specify an Organization Unit Group to limit the resources considered for processing to those in a given Organization Unit Group. All resources whose primary work assignment's Organization Unit are within this Organization Unit Group are processed. If selected, Resource Group, and Resources fields must be blank.

Resource Group

Specify a resource group to limit the records that are processed to those in a given group. If a resource group is selected, Organization Unit Group and Resources fields must be blank.

Resources

Select up to eight individual resources to include in the transfer. If resources are selected, then the Organization Unit Group and Resource Group must be blank.

Accrual End Dates

Specify a date range for ended resource plan records. Records must have an Accrual End Date that meets both of these criteria:

• greater than or equal to the beginning date of this range
• less than or equal to the ending of this range

Include Zero Balance Plans

Select this check box to process records with non-zero balances. Clear the check box to include zero balances here.

Note: When checking for a Zero Balance record, the Accrued, Available, Reserved, and Allotment hours and earnings balances are considered. Carryover Balances are not considered.

Stop Event Processing

Select this check box if you want no further events/usage to be processed in the Transfer From resource plan.

If the Transfer From plan has balances, aside from carryover balances, and the Stop Event Processing check box is selected, the Transfer option on the Transfer From resource plan is set to Stop Events.

If the Transfer From plan has no balances aside from a carryover balance and the Include Zero Balances check box is selected, then:

• If the Stop Event Processing check box is selected, the Transfer option on the Transfer From Resource plan is set to Stop Events; Closed.
• If the Stop Event Processing check box is not selected, the Transfer option on the Transfer From Resource plan is set to Closed.

Criteria

Identify any limitation as to where the balance amounts can be transferred. Select one of these options:

• Within Plan Type: If balances may be transferred to another eligibility group within the same Plan Type.
• Within Plan Category: If balances can be transferred to another record for a plan type with the same Plan Category.
• Any Plan: If balances can be transferred to any other resource plan record.

To Plan Entry Date

Specify the plan entry date for the Transfer To plan.

• If Earliest Date is selected, the Plan Entry dates between the Transfer From and Transfer To resource plans are compared. The earliest of the two dates is used on the Transfer To resource plan.
• If No Adjustment is selected, the Plan Entry date on the existing Transfer To resource plan record is unchanged.

Dates

Select the dates to transfer from one plan to the other. If dates are selected and if dates are already populated for the resource plan, they are not overwritten.

Balances

Select the balances to transfer from one plan to the other. Transactions are created to match the transfer of any balance amounts that are selected. These transactions must be processed by Process Plans and Close Plans to update the records for resources in the plans.

History Detail

Select this check box to transfer transaction history records from one plan to the other. If selected, the transaction detail is copied from one plan to the other.

Expiring History Detail

Select this check box to transfer expiring transaction history records from one plan to the other. If selected, the transaction detail is copied from one plan to the other.

Transfer Date

Specify the date to use to create the balance transfer transactions.

• Select From Resource Plan to use the later of the accrual end date for the source record or the plan entry date of the target record.
• Select Current date to use the current system date.

Transfer Expiration

Specify the date of the transfer expiration. This is used as the transaction expiration date.

Update

Specify whether to create a list of records to transfer or to update the selected records.

• Select List Transfersto create a list of resource plans to transfer.
• Select Complete Transfers to transfer resource plans based on selected criteria. It is important to use the same selection criteria to complete transfers as you did when you generated the list of transfers.

  See Update fields in set actions

To view a list of errors, select Enrollment > Transfer Plans > View Transfers and select the Error tab.

See Fixing mass transfer errors by accrual end date